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PDS Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

PDS Planning’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Buy
1,987
+63
+3% +$8.65K 0.02% 432
2026
Q1 		$239K Buy
1,924
+18
+0.9% +$2.29K 0.02% 461
2025
Q4 		$229K Buy
1,906
+2
+0.1% +$239 0.02% 469
2025
Q3 		$226K Sell
1,904
-151
-7% -$17.4K 0.02% 462
2025
Q2 		$225K Sell
2,055
-17
-0.8% -$1.76K 0.02% 446
2025
Q1 		$217K Sell
2,072
-189
-8% -$21.3K 0.02% 413
2024
Q4 		$261K Buy
2,261
+290
+15% +$34.6K 0.02% 333
2024
Q3 		$230K Buy
+1,971
New +$223K 0.02% 372

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PDS Planning's IJR Position: Q2 2026 in Review

PDS Planning increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.3% in Q2 2026, buying an estimated $8.65K and bringing the position to 1,987 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #432.

PDS Planning first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • PDS Planning held 1,987 shares of iShares Core S&P Small-Cap ETF worth $295K as of Q2 2026.
  • PDS Planning bought 63 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $8.65K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of PDS Planning's portfolio in Q2 2026, its #432 holding.
  • PDS Planning first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.